Five9, Inc.
FIVN- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001288847
In the last 90 days, Five9, Inc. insiders filed 0 open-market purchases and 6 sales; 292 institutions reported holding it in 13F filings for Q2 2026, worth $1.70B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Five9, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 333
- −11 vs. Q1 2022
- Shares held
- 71.9M
- +1.60M (+2.3%) vs. Q1 2022
- Total value
- $6.56B
- −$1.20B (−15.5%) vs. Q1 2022
- New holders
- 37
- 137 more added
- Sold out
- 48
- 116 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FIVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 292 | $1.70B |
| Q1 2026 | 292 | $1.20B |
| Q4 2025 | 289 | $1.59B |
| Q3 2025 | 309 | $2.08B |
| Q2 2025 | 296 | $2.33B |
| Q1 2025 | 307 | $2.24B |
| Q4 2024 | 297 | $3.22B |
| Q3 2024 | 272 | $2.33B |
| Q2 2024 | 297 | $3.48B |
| Q1 2024 | 309 | $4.68B |
| Q4 2023 | 348 | $5.71B |
| Q3 2023 | 328 | $4.73B |
| Q2 2023 | 336 | $5.82B |
| Q1 2023 | 340 | $5.18B |
| Q4 2022 | 327 | $5.11B |
| Q3 2022 | 336 | $5.36B |
| Q2 2022 | 333 | $6.56B |
| Q1 2022 | 347 | $7.77B |
| Q4 2021 | 381 | $9.34B |
| Q3 2021 | 402 | $10.5B |
| Q2 2021 | 399 | $12.3B |
| Q1 2021 | 392 | $10.3B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 7,370 | $672.0K | 0.14% | +1,976+36.6% | Added |
| Verition Fund Management LLC | 7,157 | $652.0K | 0.01% | −318,379−97.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $638.0K | 0.10% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,875 | $627.0K | 0.06% | +1,323+23.8% | Added |
| Algert Global LLC | 6,869 | $626.0K | 0.05% | −15,235−68.9% | Reduced |
| Guggenheim Capital LLC | 6,712 | $612.0K | 0.00% | −365−5.2% | Reduced |
| JustInvest LLC | 6,391 | $582.0K | 0.03% | +4,282+203.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $536.0K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 5,808 | $529.0K | 0.00% | +5,808 | New |
| Truist Financial Corp | 5,564 | $508.0K | 0.00% | −248−4.3% | Reduced |
| Westover Capital Advisors, LLC | 5,531 | $504.0K | 0.19% | −35−0.6% | Reduced |
| Pitcairn Co | 5,295 | $483.0K | 0.05% | +114+2.2% | Added |
| Quantitative Investment Management, LLC | 5,253 | $478.0K | 0.07% | +5,253 | New |
| Tower Research Capital LLC (TRC) | 5,123 | $467.0K | 0.01% | +3,786+283.2% | Added |
| Commerce Bank | 5,101 | $465.0K | 0.00% | +2,791+120.8% | Added |
| Maryland State Retirement & Pension System | 5,088 | $464.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,085 | $463.0K | 0.04% | +5,085 | New |
| FDx Advisors, Inc. | 5,072 | $462.0K | 0.02% | −315−5.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,988 | $454.0K | 0.04% | +180+3.7% | Added |
| Wealth Effects LLC | 4,850 | $442.0K | 0.27% | −300−5.8% | Reduced |
| Alpha Paradigm Partners, LLC | 4,750 | $433.0K | 0.18% | −505−9.6% | Reduced |
| Comerica Bank | 4,621 | $433.0K | 0.00% | −331−6.7% | Reduced |
| Fifth Third Bancorp | 4,667 | $425.0K | 0.00% | +488+11.7% | Added |
| Crossmark Global Holdings, Inc. | 4,517 | $412.0K | 0.01% | −660−12.7% | Reduced |
| Water Island Capital LLC | 4,433 | $404.0K | 0.03% | +2,033+84.7% | Added |
| Icon Wealth Partners, LLC | 4,343 | $396.0K | 0.05% | −888−17.0% | Reduced |
| MetLife Investment Management | 4,282 | $390.3K | 0.00% | −83−1.9% | Reduced |
| Connacht Asset Management LP | 4,267 | $389.0K | 0.55% | −726−14.5% | Reduced |
| Nisa Investment Advisors, LLC | 4,200 | $383.0K | 0.00% | +600+16.7% | Added |
| Juncture Wealth Strategies, LLC | 4,101 | $374.0K | 0.18% | −1,130−21.6% | Reduced |
| Verdence Capital Advisors LLC | 4,107 | $374.0K | 0.05% | +1,408+52.2% | Added |
| Calamos Advisors LLC | 4,027 | $367.0K | 0.00% | +4,027 | New |
| Intrust Bank NA | 3,923 | $357.0K | 0.05% | −1,042−21.0% | Reduced |
| Pathstone Family Office, LLC | 3,838 | $349.8K | 0.01% | +246+6.8% | Added |
| Wetherby Asset Management Inc | 3,813 | $348.0K | 0.02% | +1,400+58.0% | Added |
| Manufacturers Life Insurance Company, The | 3,692 | $336.5K | 0.00% | +1,672+82.8% | Added |
| KBC Group NV | 3,679 | $335.0K | 0.00% | +462+14.4% | Added |
| Prudential Financial Inc | 3,564 | $334.0K | 0.00% | +758+27.0% | Added |
| Captrust Financial Advisors | 3,633 | $331.0K | 0.00% | −98−2.6% | Reduced |
| Great West Life Assurance Co | 3,488 | $318.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,321 | $303.0K | 0.05% | −8,638−72.2% | Reduced |
| Picton Mahoney Asset Management | 3,300 | $300.0K | 0.01% | +1,080+48.6% | Added |
| Sand Hill Global Advisors, LLC | 3,224 | $294.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,224 | $294.0K | 0.15% | +465+16.9% | Added |
| Encompass Wealth Advisors, LLC | 3,049 | $278.0K | 0.10% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,945 | $268.0K | 0.00% | −278−8.6% | Reduced |
| Dimension Capital Management LLC | 2,906 | $265.0K | 0.06% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,885 | $263.0K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,812 | $256.0K | 0.00% | +1,199+74.3% | Added |
| MAI Capital Management | 2,797 | $255.0K | 0.00% | −210−7.0% | Reduced |
| Moody Aldrich Partners LLC | 2,792 | $254.0K | 0.05% | −28−1.0% | Reduced |
| OneAscent Financial Services LLC | 2,765 | $252.0K | 0.11% | +402+17.0% | Added |
| Quantinno Capital Management LP | 2,696 | $246.0K | 0.04% | −1,348−33.3% | Reduced |
| TownSquare Capital, LLC | 2,692 | $245.0K | 0.01% | −56−2.0% | Reduced |
| Meitav Dash Investments Ltd | 2,687 | $245.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,601 | $237.0K | 0.00% | −1,134−30.4% | Reduced |
| CIBC Asset Management Inc | 2,574 | $235.0K | 0.00% | −188−6.8% | Reduced |
| Centiva Capital, LP | 2,500 | $228.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,502 | $228.0K | 0.01% | +583+30.4% | Added |
| AlphaCrest Capital Management LLC | 2,400 | $219.0K | 0.01% | −4,579−65.6% | Reduced |
| Stiles Financial Services Inc | 2,390 | $218.0K | 0.13% | −125−5.0% | Reduced |
| Engineers Gate Manager LP | 2,301 | $210.0K | 0.01% | +2,301 | New |
| Magnetar Financial LLC | 2,262 | $206.0K | 0.00% | +2,262 | New |
| Stephens Inc | 2,003 | $183.0K | 0.00% | −84−4.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,914 | $174.0K | 0.00% | +631+49.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,593 | $154.0K | 0.00% | −75−4.5% | Reduced |
| Advisors Asset Management, Inc. | 1,311 | $119.0K | 0.00% | +1,311 | New |
| American International Group, Inc. | 1,078 | $98.0K | 0.00% | −203−15.8% | Reduced |
| State of Wyoming | 740 | $68.0K | 0.04% | −1,384−65.2% | Reduced |
| Highlander Capital Management, LLC | 750 | $68.0K | 0.04% | −475−38.8% | Reduced |
| Parkside Financial Bank & Trust | 745 | $68.0K | 0.02% | +19+2.6% | Added |
| Leonteq Securities AG | 739 | $67.4K | 0.00% | −12−1.6% | Reduced |
| Heritage Wealth Management, LLC | 595 | $54.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $48.0K | 0.00% | −15−2.8% | Reduced |
| Neo Ivy Capital Management | 470 | $42.0K | 0.11% | +254+117.6% | Added |
| Signaturefd, LLC | 435 | $40.0K | 0.00% | +171+64.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 402 | $37.0K | 0.00% | −46−10.3% | Reduced |
| Lazard Asset Management LLC | 379 | $34.0K | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 347 | $32.0K | 0.00% | +347 | New |
| Newbridge Financial Services Group, Inc. | 340 | $31.0K | 0.02% | −88−20.6% | Reduced |
| Private Capital Group, LLC | 319 | $29.0K | 0.02% | −1−0.3% | Reduced |
| Lindbrook Capital, LLC | 323 | $29.0K | 0.00% | +297+1,142.3% | Added |
| Rockefeller Capital Management L.P. | 312 | $28.0K | 0.00% | +131+72.4% | Added |
| Cutler Group LP | 300 | $27.0K | 0.00% | −7,455−96.1% | Reduced |
| AllSquare Wealth Management LLC | 285 | $26.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 278 | $25.0K | 0.00% | −126−31.2% | Reduced |
| First Horizon Advisors, Inc. | 283 | $25.0K | 0.00% | +262+1,247.6% | Added |
| Umb Bank N A | 254 | $24.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $23.0K | 0.00% | +221+650.0% | Added |
| National Bank of Canada | 246 | $22.0K | 0.00% | −11,368−97.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 239 | $22.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 220 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 222 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 199 | $18.0K | 0.00% | −56−22.0% | Reduced |
| Parallel Advisors, LLC | 196 | $18.0K | 0.00% | +77+64.7% | Added |
| TCI Wealth Advisors, Inc. | 181 | $16.0K | 0.00% | +5+2.8% | Added |
| Elequin Capital LP | 175 | $16.0K | 0.00% | +3+1.7% | Added |
| Proequities, Inc. | 164 | $15.0K | 0.00% | −15−8.4% | Reduced |
| TD Waterhouse Canada Inc. | 118 | $14.1K | 0.00% | +11+10.3% | Added |